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Terence Maxwell Dean

DEAN INVESTMENT ASSOCIATES, LLC·BEAVERCREEK, Ohio
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3500 PENTAGON BOULEVARD, SUITE 200, BEAVERCREEK, OH 45431CRD# 2474923Firm CRD# 104635
01

About

Terence Maxwell Dean is a registered financial advisor based in BEAVERCREEK, Ohio, affiliated with DEAN INVESTMENT ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
DEAN INVESTMENT ASSOCIATES, LLC
DEAN INVESTMENTS
AUM
$890M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DEAN INVESTMENT ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SPECIAL PROJECT FEES AS REQUESTED
Regulatory
SEC/IARD CRD# 2474923
Firm CRD# 104635
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terence Maxwell Dean offer?
Terence Maxwell Dean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERCREEK, Ohio for a consultation.
What are Terence Maxwell Dean's credentials?
Terence Maxwell Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terence Maxwell Dean located?
Terence Maxwell Dean is based in BEAVERCREEK, Ohio, working with DEAN INVESTMENT ASSOCIATES, LLC. Their office serves clients in the BEAVERCREEK metropolitan area and surrounding communities.
How does Terence Maxwell Dean charge for services?
Terence Maxwell Dean's firm is compensated through percentage of aum, other: special project fees as requested. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEAN INVESTMENT ASSOCIATES, LLC?
DEAN INVESTMENT ASSOCIATES, LLC has approximately 9 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEAVERCREEK
Dennis Duane Dean — DEAN INVESTMENT ASSOCIATES, LLCLawrence Miles Brazie — WESTMINSTER FINANCIAL ADVISORY CORPDon Lynn Ray — RAY|THEIL WEALTH MANAGEMENT, LLCRonald Alan Best — DEAN INVESTMENT ASSOCIATES, LLCWilliam W Leboeuf — CARILLON ADVISORS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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